Elgethun Capital Management: 13F holdings
CIK 16380222026Q2
| Positions | 174 |
|---|
| Reported value | $717.8m |
|---|
| Filed | 2026-07-29 |
|---|
Change since last quarter
| Positions | 174 (+8 vs prior quarter) |
|---|
| Reported value | $717.8m (+18.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| LLY ELI LILLY & CO | 60,510 | $72.6m | 10.1% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 135,910 | $68.0m | 9.5% |
| FRFHF FAIRFAX FINANCIAL | 25,417 | $41.9m | 5.8% |
| EFV ISHARES TR | 472,684 | $36.2m | 5.0% |
| IEMG ISHARES INC | 368,546 | $30.5m | 4.3% |
| FNDE SCHWAB STRATEGIC TR | 556,068 | $22.1m | 3.1% |
| BOC BOSTON OMAHA CORP | 1,461,947 | $19.9m | 2.8% |
| SCHF SCHWAB STRATEGIC TR | 719,235 | $19.9m | 2.8% |
| CASH PATHWARD FINANCIAL INC | 210,540 | $18.3m | 2.6% |
| TBBK BANCORP INC DEL | 278,839 | $17.5m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1638022")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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